Coatue Management portfolio · 2008-03-31
Disclosed long book
$1.50 billion
Long positions
62
Calls / puts
0 / 0
Top 5 concentration
55.1%
Longs with AI data
0 / 62
Average AI 1Y
—
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2005-06-30, not the immediately preceding quarter, so the site does not bridge the gap.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
APPLE INC APPLE INC · COM · 037833100 | LONG | 1,323,719 | $190.0 million | 12.7% | NOT COMPARABLE | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 1,609,181 | $180.6 million | 12.1% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 4,046,446 | $165.9 million | 11.1% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 348,014 | $153.3 million | 10.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SOHU COM INC SOHU COM INC · COM · 83408W103 | LONG | 2,995,138 | $135.2 million | 9.0% | NOT COMPARABLE | — | 1Y — 5Y — |
BANKRATE INC BANKRATE INC · COM · 06646V108 | LONG | 1,798,571 | $89.7 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
LAWSON SOFTWARE INC NEW LAWSON SOFTWARE INC NEW · COM · 52078P102 | LONG | 10,582,981 | $79.7 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 322,673 | $77.3 million | 5.2% | NOT COMPARABLE | — | 1Y — 5Y — |
MACROVISION CORP MACROVISION CORP · COM · 555904101 | LONG | 2,494,445 | $33.7 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SIGMA DESIGNS INC SIGMA DESIGNS INC · COM · 826565103 | LONG | 1,370,135 | $31.1 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 1,069,933 | $30.1 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
HOME INNS & HOTELS MGMT INC HOME INNS & HOTELS MGMT INC · SPON ADR · 43713W107 | LONG | 1,463,340 | $28.8 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
RAYMOND JAMES FINANCIAL INC RAYMOND JAMES FINANCIAL INC · COM · 754730109 | LONG | 1,000,000 | $23.0 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CREE INC CREE INC · COM · 225447101 | LONG | 820,012 | $22.9 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NORTEL NETWORKS CORP NEW NORTEL NETWORKS CORP NEW · COM NEW · 656568508 | LONG | 3,084,600 | $20.6 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
GARMIN LTD GARMIN LTD · ORD · G37260109 | LONG | 325,000 | $17.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 500,000 | $17.3 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
MARCHEX INC MARCHEX INC · CL B · 56624R108 | LONG | 1,537,790 | $15.3 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
FOCUS MEDIA HLDG LTD FOCUS MEDIA HLDG LTD · SPONSORED ADR · 34415V109 | LONG | 436,447 | $15.3 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
BLUE NILE INC BLUE NILE INC · COM · 09578R103 | LONG | 234,457 | $12.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TECHTARGET INC TECHTARGET INC · COM · 87874R100 | LONG | 890,444 | $12.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
O2MICRO INTERNATIONAL LTD O2MICRO INTERNATIONAL LTD · SPONS ADR · 67107W100 | LONG | 1,497,964 | $11.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
LG DISPLAY CO LTD LG DISPLAY CO LTD · SPONS ADR REP · 50186V102 | LONG | 500,000 | $11.2 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SILICON MOTION TECHNOLOGY CO SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 | LONG | 762,168 | $10.8 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
SIERRA WIRELESS INC SIERRA WIRELESS INC · COM · 826516106 | LONG | 572,536 | $9.1 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
UNDER ARMOUR INC UNDER ARMOUR INC · CL A · 904311107 | LONG | 242,259 | $8.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · COM · 80004C101 | LONG | 390,685 | $8.8 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
LDK SOLAR CO LTD LDK SOLAR CO LTD · SPONSORED ADR · 50183L107 | LONG | 320,000 | $8.6 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AU OPTRONICS CORP AU OPTRONICS CORP · SPONSORED ADR · 002255107 | LONG | 500,000 | $8.6 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRF TECHNOLOGY HLDGS INC SIRF TECHNOLOGY HLDGS INC · COM · 82967H101 | LONG | 1,649,104 | $8.4 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
OMNIVISION TECHNOLOGIES INC OMNIVISION TECHNOLOGIES INC · COM · 682128103 | LONG | 494,042 | $8.3 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
CHINA DIGITAL TV HLDG CO LTD CHINA DIGITAL TV HLDG CO LTD · SPONSORED ADR · 16938G107 | LONG | 370,000 | $6.9 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
KNOT INC KNOT INC · COM · 499184109 | LONG | 559,834 | $6.6 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
TRAVELZOO INC TRAVELZOO INC · COM · 89421Q106 | LONG | 581,628 | $6.4 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
THE9 LTD THE9 LTD · ADR · 88337K104 | LONG | 241,951 | $5.0 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
FALCONSTOR SOFTWARE INC FALCONSTOR SOFTWARE INC · COM · 306137100 | LONG | 640,155 | $4.9 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BROADCOM CORP BROADCOM CORP · CL A · 111320107 | LONG | 240,000 | $4.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CHENIERE ENERGY INC CHENIERE ENERGY INC · COM NEW · 16411R208 | LONG | 200,000 | $4.0 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SKILLSOFT PLC SKILLSOFT PLC · SPONSORED ADR · 830928107 | LONG | 241,769 | $2.5 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
REALNETWORKS INC REALNETWORKS INC · COM · 75605L104 | LONG | 433,729 | $2.5 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NAVTEQ CORP NAVTEQ CORP · COM · 63936L100 | LONG | 31,030 | $2.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
FORMFACTOR INC FORMFACTOR INC · COM · 346375108 | LONG | 109,215 | $2.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHINA TECHFAITH WIRLS COMM T CHINA TECHFAITH WIRLS COMM T · SPONSORED ADR · 169424108 | LONG | 355,733 | $1.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
COMTECH TELECOMMUNICATIONS C COMTECH TELECOMMUNICATIONS C · COM NEW · 205826209 | LONG | 44,287 | $1.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MICREL INC MICREL INC · COM · 594793101 | LONG | 175,890 | $1.6 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
THQ INC THQ INC · COM NEW · 872443403 | LONG | 67,966 | $1.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SUCCESSFACTORS INC SUCCESSFACTORS INC · COM · 864596101 | LONG | 150,952 | $1.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP · COM · 228227104 | LONG | 36,936 | $1.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ISILON SYS INC ISILON SYS INC · COM · 46432L104 | LONG | 239,426 | $1.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
RF MICRODEVICES INC RF MICRODEVICES INC · COM · 749941100 | LONG | 426,929 | $1.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
UTSTARCOM INC UTSTARCOM INC · COM · 918076100 | LONG | 350,000 | $994,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
R H DONNELLEY CORP R H DONNELLEY CORP · COM NEW · 74955W307 | LONG | 183,000 | $926,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LA Z BOY INC LA Z BOY INC · COM · 505336107 | LONG | 108,809 | $907,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIDENT MICROSYSTEMS INC TRIDENT MICROSYSTEMS INC · COM · 895919108 | LONG | 170,188 | $876,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
IDEARC INC IDEARC INC · COM · 451663108 | LONG | 233,000 | $848,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 50,000 | $754,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
IPASS INC IPASS INC · COM · 46261V108 | LONG | 234,898 | $709,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
COGENT INC COGENT INC · COM · 19239Y108 | LONG | 65,795 | $620,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SELECT COMFORT CORP SELECT COMFORT CORP · COM · 81616X103 | LONG | 156,811 | $565,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ARIBA INC ARIBA INC · COM NEW · 04033V203 | LONG | 47,653 | $460,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SECURE COMPUTING CORP SECURE COMPUTING CORP · COM · 813705100 | LONG | 50,735 | $327,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AUTHENTIDATE HLDG CORP AUTHENTIDATE HLDG CORP · COM · 052666104 | LONG | 94,564 | $42,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |